| | | | | The Brief | Mar 14, 2026 | | | | 3 quick answers that help you find trades others can't | | | | | | | | | Check out this newsletter we're testing and let us know what you think at the bottom | | | | | | | | | What are this week's market risks or opportunities? | | | | | | The Fed meets Tuesday and Wednesday. Updated projections. Fresh dot plot. This is the first meeting where they'll debate the Iran war, the oil shock, Trump's tariffs, and February's -92,000 jobs miss. | | | | Markets price a 99.3% chance of no cut. That's priced in. What investors are watching is whether the dot plot still signals one more cut this year or zero. February's CPI came in at 2.4%, but that was before oil swung from $82 past $100 and back to the $90s in two weeks. The March data could look different. | | | | Eight of eleven S&P sectors finished lower this week. Energy and tech were green, with communications the only other sector in positive territory. | | | | | | | | | | | Which trades should I consider? | | | | | | While oil grabs headlines, clean energy is having its best year in a decade. The S&P Global Clean Energy Transition index is up 12.4% YTD, beating the S&P 500's return by over 14 percentage points | | | | The drivers: AI data center demand for stable, long-term power contracts, and high oil prices pushing capital toward alternatives. U.S. clean energy installations hit a record 50.3 GW last year. | | | | Names like NextEra Energy (NEE) and First Solar (FSLR) are leading the move. Use our Stock Screener to filter for clean energy names that still trade below Fair Value. | | | | | | | | | | | Should I consider this trade? | | | | | | Oracle jumped 10% this week. Revenue hit $17.2B (+22% YoY) and cloud infrastructure grew 84%. Management raised fiscal 2027 guidance to $90B. | | | | The stock moved on infrastructure. Oracle's cloud arm is building out capacity for AI workloads, and customers are locking in. Remaining performance obligations quadrupled to $553B from a year earlier. That's committed future revenue. | | | | The market is focused on oil and the Fed right now. But 84% quarterly growth in cloud infrastructure is the kind of number that gets repriced once the macro noise clears. | | | | FYI: Oracle was listed by ProPicks AI in early February. | | | | Bottom line: AI infrastructure spending isn't slowing, even if everything else is. | | | | | | | | | | | Data correct to 12.03.2026 | | | | How would you rate this email? | | | | | | |  | | | | | | | © 2007-2026 Fusion Media Limited. All Rights Reserved. | | | | | | | | To ensure proper delivery and quick loading of images, please add newsletter@investingmail.com to your safe sender list. | | | | Disclaimer:
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